DWM

Doyle Wealth Management Portfolio holdings

AUM $1.16B
1-Year Est. Return 9.32%
This Quarter Est. Return
1 Year Est. Return
-9.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$644M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$898K
3
+$667K
4
XOM icon
Exxon Mobil
XOM
+$601K
5
FCX icon
Freeport-McMoran
FCX
+$584K

Top Sells

1
+$6.7M
2
+$5.84M
3
+$1.5M
4
MSFT icon
Microsoft
MSFT
+$887K
5
TD icon
Toronto Dominion Bank
TD
+$643K

Sector Composition

1 Financials 16.05%
2 Healthcare 14.64%
3 Energy 14.09%
4 Technology 13.54%
5 Consumer Staples 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$224K 0.03%
2,256
+9
177
$223K 0.03%
+950
178
$222K 0.03%
+9,000
179
$222K 0.03%
1,629
+2
180
$219K 0.03%
+1,310
181
$218K 0.03%
2,852
-149
182
$217K 0.03%
1,531
183
$215K 0.03%
+3,000
184
$213K 0.03%
+2,117
185
$213K 0.03%
+1,179
186
$210K 0.03%
1,890
187
$206K 0.03%
6,387
-91
188
$200K 0.03%
978
-171
189
$170K 0.03%
+13,588
190
$140K 0.02%
12,678
-160
191
$136K 0.02%
10,643
192
$15K ﹤0.01%
575
193
– –
-3,300
194
– –
-3,894
195
– –
-3,800
196
– –
-4,000
197
– –
-4,666
4 5 6 7
8